Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials
Providers › The Baldwin Group Wealth Advisors
The Baldwin Group Wealth Advisors
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $490,888
Assets of those plans
$340,319,634
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$490,888
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 28 | Investment management | 2 |
| 51 | Investment management fees paid directly by plan | 1 |
| 50 | Direct payment from the plan | 1 |
| 26 | Investment advisory (participants) | 1 |
| 23 | Insurance services | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Toyota of Orange 401(k) Plan | Dwwto | $135,121,720 | 2,011 | $90,223 |
| Credit Union of Southern California 401(k) Plan and Trust | Credit Union of Southern California | $55,169,269 | 514 | $56,777 |
| The Raymond Group 401(k) Retirement Savings Plan | Raymond Group | $44,736,677 | 162 | $83,075 |
| Timberland Bank Employee Stock Ownership & 401(k) Plan | Timberland Bank | $39,938,057 | 411 | $31,315 |
| International Bay Clubs, LLC Savings and Retirement Plan | International Bay Clubs | $17,708,112 | 492 | $48,654 |
| Golden Rain Foundation 401(k) Plan | Golden Rain Foundation | $10,896,903 | 155 | $37,871 |
| PD Systems, LLC 401(k) Planrecordkeeper | PD Systems | $7,594,578 | 218 | $33,266 |
| Kros-wise 401(k) Profit Sharing Plan & Trust | Kros-wise | $5,754,634 | 128 | $24,911 |
| The Baldwin Group PEP | Pentegra Services | $5,537,277 | 1,783 | $11,728 |
| Fedwriters 401(k) Plan | Fedwriters | $5,063,740 | 170 | $20,826 |
| OM Group 401(k) Plan | OM Group | $4,699,007 | 99 | $22,744 |
| Amvets 401(k) Plan | Amvets National | $4,371,331 | 321 | $19,434 |
| Balboa Bay Club Bargaining Unit Plan | International Bay Clubs | $3,728,329 | 129 | $10,064 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.